At Professional Wealth Associates, we pride ourselves on the long standing relationships we've developed over the years with other professionals across several disciplines. These relationships allow us to supplement our in-house expertise and resources when needed while also affording us the opportunity to refer clients when appropriate.
Some of the relationships we've built over the past two decades that have proven to be a tremendous value add to our organization include the following individuals and firms.
Advanced Tax Strategies
Elder Law & Life Care Planning
Estate Planning Law
Mortgage Loan Origination
Corporate Health Benefits
Comprehensive Medicare Planning
Social Security Analysis & Planning
Advanced Insurance Planning & Risk Management
Insurance Planning & Tax Strategies